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First Trust Indxx NextG ETF

107 hedge funds and large institutions have $175M invested in First Trust Indxx NextG ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% less ownership

Funds ownership: 45.95%45.51% (-0.44%)

1% less capital invested

Capital invested by funds: $176M → $175M (-$1.36M)

4% less funds holding

Funds holding: 112107 (-5)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

64% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 53

Holders
107
Holders Change
-5
Holders Change %
-4.46%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
51
Arkadios Wealth Advisors
Georgia
$585K +$165K +1,961 +41%
SPIA
52
Steward Partners Investment Advisory
New York
$573K -$31.6K -376 -5%
MC
53
Moors & Cabot
Massachusetts
$545K -$5.8K -69 -1%
CWM
54
Cornerstone Wealth Management
Missouri
$531K -$38K -452 -7%
NS
55
NBC Securities
Alabama
$485K -$32.4K -386 -6%
BS
56
Banco Santander
Spain
$467K -$13.4K -160 -3%
CIAS
57
Capital Investment Advisory Services
North Carolina
$446K
AAS
58
Ameritas Advisory Services
Nebraska
$443K -$34K -405 -7%
EH
59
Equitable Holdings
New York
$423K -$4.71K -56 -1%
Truist Financial
60
Truist Financial
North Carolina
$389K -$23.5K -280 -6%
CA
61
CoreCap Advisors
Michigan
$374K
ACA
62
Aptus Capital Advisors
Alabama
$369K
GWANC
63
Guardian Wealth Advisors (North Carolina)
North Carolina
$369K
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$363K -$2.26M -26,878 -87%
MGWM
65
Marks Group Wealth Management
Minnesota
$349K
Citigroup
66
Citigroup
New York
$344K +$48.7K +579 +17%
ATPW
67
Ashton Thomas Private Wealth
Arizona
$290K -$29K -345 -9%
MA
68
MONECO Advisors
Connecticut
$262K
AWS
69
Atria Wealth Solutions
New York
$243K -$11.3K -135 -5%
EWM
70
EPG Wealth Management
Georgia
$225K +$216K +2,571 New
SAS
71
Stelac Advisory Services
New York
$224K
KWA
72
Kingswood Wealth Advisors
California
$222K +$213K +2,539 New
KPWS
73
Kestra Private Wealth Services
Texas
$212K -$28.7K -342 -12%
WWM
74
Western Wealth Management
Colorado
$211K +$203K +2,418 New
HSA
75
HBK Sorce Advisory
Pennsylvania
$201K +$194K +2,305 New

NXTG Hedge Fund Activity: Q3 2024 in Review

107 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Indxx NextG ETF (NXTG) for Q3 2024, worth a combined $175M — down 0.77% from $176M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NXTG and 12 opened new positions — a net loss of 3 holders — while 53 trimmed existing stakes and 19 added.

The largest buyer was Benjamin Edwards Inc, opening a new position worth an estimated $4.42M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.61M sold.

  • 107 institutional investors held First Trust Indxx NextG ETF (NXTG) as of Q3 2024, down from 112 in Q2 2024.
  • Funds reported $175M of First Trust Indxx NextG ETF stock for Q3 2024, down 0.77% quarter-over-quarter.
  • 12 funds opened new First Trust Indxx NextG ETF positions in Q3 2024 and 15 closed out, a net change of -3 holders.
  • The largest First Trust Indxx NextG ETF buyer in Q3 2024 was Benjamin Edwards Inc, an estimated $4.42M added.
  • The largest First Trust Indxx NextG ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2024.